This Solicitation opportunity from New York was posted on June 28, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Independent Registered Municipal Advisor Services

Closed

20240624102State & Local

Submission Closed07/25/2024, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523930

New

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DEADLINE

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Investment Grade Private Placement Corporate and Infrastructure Credit ManagerThis subcontract involves the management of a portfolio of investment-grade private placement credits for prime contractors operating under New York State Insurance Fund investment mandates. The selected manager is responsible for identifying and sourcing corporate credit opportunities, analyzing infrastructure-related private credit investments, and conducting ongoing portfolio monitoring and risk management. All activities must be executed using professional investment management software and must strictly adhere to State Finance Law sections 139-j and 139-k. The contract requires the delivery of a managed portfolio along with detailed performance reporting. Interested parties should note that the response deadline is December 16, 2026. This opportunity falls under NAICS code 523930 and is administered by the New York State Insurance Fund.

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BCC01 - Bristol Community College

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DEADLINE

Active Intermediate Core Fixed Income Investment ManagementThis subcontract opportunity is for Active Intermediate Core Fixed Income Investment Management to support prime contractors on NYS Deferred Compensation Plan projects. The selected provider will be responsible for active trading and portfolio construction of intermediate-term fixed income assets, with the primary goal of tracking or outperforming the Bloomberg Intermediate Aggregate or Government/Credit Index. To successfully execute these duties, the contractor must utilize institutional trading platforms and Bloomberg terminal data to deliver a managed portfolio and detailed performance reports. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. This procurement falls under NAICS code 523930 and was posted on October 21, 2026, with a response deadline of November 18, 2026.

NYS Deferred Compensation Plan

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DEADLINE

Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

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CITY OF BROOKSIDE VILLAGE

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DEADLINE

Retirement Plan Broker and Liaison ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Broker and Liaison Services. The selected provider will perform brokerage and liaison duties for prime contractors on municipal projects and manage investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants. Key responsibilities include conducting review meetings with EMPOWER and delivering detailed evaluation reports regarding plan fees and fund performance. Qualified candidates must possess at least 15 years of auditing experience and 10 years of experience servicing governmental entities. This opportunity falls under NAICS code 523930, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

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POSTED

DEADLINE

Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

City of Linden Purchasing Department

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DEADLINE

Real Estate Investment Due Diligence and Transaction SupportThis subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

New York City Health + Hospitals is seeking to establish an agreement with a qualified Municipal Advisor (MA) firm that possesses proven expertise and extensive experience in advising hospitals, healthcare institutions, or other tax-exempt issuers on debt issuance and investment strategies related to both debt and operating activities. The selected firm will provide independent advisory services to support the system's financial decision-making processes, ensuring compliance with relevant regulations and optimizing financial outcomes. It is important to note that should the system issue a future Request for Proposals (RFP) for underwriting services, the firm awarded the MA contract will not be eligible to participate as an underwriter, maintaining a clear separation of advisory and underwriting roles. The solicitation, titled "Independent Registered Municipal Advisor Services," was posted on June 28, 2024, with a response deadline of July 25, 2024. The contract size is estimated to range from $500,000 to $2,000,000, reflecting the scope and complexity of the advisory services required. The engagement will be conducted within the jurisdiction of New York City, with the primary point of contact being Melanie Lupo, reachable via email at [email hidden] or by phone at [phone hidden]. Interested firms can find additional details and submit their responses through the provided online link.

General Info

Agency

New York → NYC Health + Hospitals

NAICS

523930 - Investment Advice

Place of Performance

NY, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedJun 28

Solicitation

Response DeadlineJul 25

Deadline has passed

Submission Closed

07/25/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNew York → NYC Health + Hospitals

Contacts1 person available

OfficeN/A

Organization / Agency

New York → NYC Health + Hospitals

Office AddressN/A

Contacts

Melanie Lupo

contact@example.gov

+1 (555) 000-0000

Full Description

New York City Health + Hospitals is seeking to enter into an agreement with a qualified Municipal Advisor (MA) firm having demonstrated expertise and extensive experience in advising hospitals, health care institutions or other tax-exempt issuers regarding debt issuances and providing investment strategies for debt related and operating activities.Please note that if the System issues an RFP for underwriting services in the future, the firm selected to provide MA services herein will not be eligible to provide underwriting services.